Navigating the Politicized Economy

Venue: Park Hyatt Aviara Resort

Location: Carlsbad, California, United States

Event Date/Time: Sep 07, 2012 End Date/Time: Sep 09, 2012
Early Registration Date: Jul 31, 2012
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The maps we all previously used to guide our portfolios have been altered beyond recognition by the struggling sovereigns. Counterproductive monetary and fiscal policies, constantly changing regulations and, soon, new tax regimes are creating dangerous shoals for the uninformed or inattentive.

On a more personal level, there are the de facto exchange controls that have been implemented, making it increasingly difficult for US citizens to open offshore financial accounts... or the new health care regulations... the push to allow the Bush tax cuts to expire... the telephone-book-sized body of new regulations of Dodd-Frank... or any of a thousand new and insidious weights on the economy and investment markets. The simple fact is that here in the US, and throughout the world, a fundamental shift is underway that will determine who wins and who loses in the months and years just ahead.

Unfortunately, as the sovereign debt crisis worsens – as we are convinced it will – the public will demand that governments do more, not less. And the already loud cries for the top earners to sacrifice more and more for the "public good" will only grow louder.

Politically unable and philosophically unwilling to set the markets free again – the only real hope for anything resembling a soft landing – politicians the world over will continue to pursue wrong-headed policies up to the point of financial chaos.

There has been a stunning explosion in government spending in the last twenty years alone.

While the faculty is still being confirmed, as is always the case for our Casey Summits, for Navigating the Politicized Economy, we are going all out to round up a blue-ribbon faculty made up of some of the most astute analysts, money managers, economists and investors whose sole purpose will be to help you understand the new economy and identify the growing risks and opportunities.

A New Approach to Our Summit Programming...

To make certain that you get full value – and then some – we are changing things up at this Summit to include two distinct "tracks" for the faculty to follow.

The first is "Defining the Problem." After all, if you don't have a clear idea of where things stand and where things are heading, it is impossible to intelligently plan. The second track is "How to Invest," featuring the specific strategies and investments you can use to reach the other side of this economic mess with your net worth intact, and even enhanced.

While we are still relatively early in assembling the faculty, confirmed so far for the "Defining the Problem" track are:

David Walker, former United States Comptroller General from 1998 to 2008, and founder and CEO of the Comeback America Initiative. A vocal critic of profligate federal spending, David Walker has taken his message to major media outlets around the world, appearing in Fortune, Wall Street Journal, the Financial Times, CNN and too many more to recount.

Doug Casey, best-selling author and chairman of Casey Research, and a senior editor of its flagship publication, The Casey Report. Over the years, Doug's reputation as something of a "guru" has been greatly enhanced by his successes in spotting life-changing investment opportunities ahead of the crowd – including gold and gold stocks in 1998 and uranium in 2000 – and by warning his readers ahead of serious trouble in the economy, correctly anticipating the bursting of the dot-com and housing bubbles, and of the crisis now gripping the world.

Dr. Lacy Hunt, executive vice-president of Hoisington Investment Management Company (HIMCO), a top-performing bond fund firm with over $5.8 billion under management. Dr. Hunt previously served as the chief US economist for the HSBC Group, one of the world's largest banks, and as senior economist for the Dallas Fed. Voted the most popular presenter at the last Casey Summit, we invited Dr. Hunt back to update his analysis of the economy (he is already hard at work on his presentation) and to engage in an on-stage exchange of views with...

G. Edward Griffin, documentary film producer and author of the best-selling book on the founding of the Federal Reserve Bank, The Creature from Jekyll Island. Mr. Griffin is a recipient of the coveted Telly Award for excellence in television production, the creator of the Reality Zone Audio Archives, and is president of American Media, a publishing and video production company in Southern California.

Dr. Thomas P.M. Barnett, former senior strategic researcher and professor in the Warfare Analysis & Research Department, Center for Naval Warfare Studies, US Naval War College, Newport, RI, where he taught and served in a senior advisory role with military and civilian leaders in the Office of the Secretary of Defense, the Joint Staff, Central Command, Special Operations Command and Joint Forces Command. Dr. Barnett is the author of the books, Great Powers: America and the World After Bush, and The Pentagon's New Map: War and Peace in the Twenty-First Century.

Bud Conrad, chief economist of Casey Research and a senior editor of The Casey Report, will once again share his latest findings and analysis on the powerful forces now driving the global economy and investment markets.

Peter Schweizer, best-selling author of Throw Them All Out, is the William J. Casey Fellow at the Hoover Institution, Stanford University. From 2008 to 2009, he was a consultant to the Office of Presidential Speechwriting in the White House. He has also served as a member of the Ultraterrorism Study Group at the US government's Sandia National Laboratories. His work has been featured on CBS'60 Minutes and Newsweek.

Faculty confirmed so far for the second track, "How to Invest," include:

Eric Sprott has over 35 years of experience in the investment industry and has established a reputation as one of Canada's most highly regarded asset managers. He is founder and CEO of Sprott Asset Management LP in Toronto, where he manages over US$3 billion in assets spread among two long-only mutual funds and Sprott's flagship long/short equity hedge fund strategy. For the Carlsbad Summit, we are very pleased to once again welcome Sprott, Inc. as co-hosts.

Karl Denninger, former CEO of MCSNet, a regional Chicago-area networking and Internet company. He has been a full-time trader since 1998, author of The Market Ticker, a daily market commentary, and operator of the Market Ticker Forums, an online trading community, both since 2007. Mr. Denninger received the 2008 Reed Irvine Accuracy in Media Award for Grassroots Journalism for his coverage of the 2008 market meltdown.

David Webb is a Sweden-based hedge fund manager and founder of Origin Investments, AB. You may have never heard of him, but in the hedge fund world Webb is considered something of a phenomenon – thanks to his exceptional track record of using neutral long/short equity strategies to profit even through the most challenging markets, producing a cumulative return of 258% between September 1, 1998, and November 9, 2002, the period leading up to and including the dot-com crash. Discussing his performance after markets crashed following 9/11, the Hedge Funds Review said, "The recent terrorist attacks, which created the single worst week in the history of the US equity markets, didn't take David Webb out of his game. The US equity markets might appear to be in a state of endless free-fall, leaving ordinary investors with their incredibly shrinking portfolios, but don't expect to see a frown on the face of Webb. So far this year, Webb has seen the $1bn hedge fund that he manages gain a whopping 40%. And this comes on the heels of a 56% gain last year." David will be flying in from Sweden to discuss the paradigm collapse he sees ahead, and how to invest.

Bob Hoye is the chief financial strategist of Institutional Advisors. He is widely recognized for his model-based approach to forecasting that is informed by his thorough review of the highly volatile conclusions of five previous new financial eras. In his work, he found that key financial sectors, such as the stock market or the yield curve, each recorded similar behavior patterns through each previous era of great financial booms. At the Carlsbad Summit, Bob will share his findings based on these patterns as a guide to what's next.

Rick Rule, the founder of Global Resource Investments, which is now part of the Sprott Group of Companies, is widely considered one of the world's most knowledgeable – and successful – natural-resource investors. He is a leading investor specializing in mining, energy, water, forest products and agriculture.

Louis James is Casey Research's globe-trotting chief metals & mining investment strategist and the editor of Casey International Speculator. In Carlsbad, he'll share his latest findings and best picks from recent visits to some of the most prospective resource areas around the world.

Dominick Graziano is one of the founding members of the "Jelly Donut Brotherhood" – a network of regular Casey Summit participants who work together to evaluate the specific recommendations of the faculty and create portfolio plans. As a technical analyst, Dominick has developed a number of proven strategies to spot opportunities and reduce portfolio risks that he will share with the broader group in Carlsbad.

Alex Daley is the chief technology investment strategist for Casey Research and the editor of our Casey Extraordinary Technology service. With the continued exponential gains in computational power transforming the world before our eyes, few investment sectors offer greater upside than technology, a topic that few people know more about than Alex Daley. In Carlsbad, Alex will share his favorite investments in technologies that are changing the world and making investors rich in the process.

And Much More to Come...

Over the next few weeks, we'll be filling out the faculty and designing special panels and programs to ensure you get all of your questions about navigating the politicized economy answered, as well as the best ways to invest.

In the near future, we will send you additional program information, but I encourage you to register today to secure your seat at the special early-bird price of $300 off your first ticket.

Your registration fee includes admission to all general sessions, handouts, continental breakfasts, refreshment breaks, and buffet lunches each day, Friday's reception and Saturday evening's reception and dinner. Fees do not include hotel and travel accommodations.

Before signing off, a closing word about a couple of the less obvious but very tangible benefits of attending these Summits that may even transcend the excellent program and faculty.

One of those benefits is the opportunity to step away from your daily routine and concentrate intensely and with few distractions on matters that are of extreme importance to your future and the future of your family and friends.

As I probably don't need to tell you, the global economy is teetering on the edge of a precipice, with governments the world over scrambling to keep their houses of cards from falling over. Their potential, and probable, policy actions will have very real consequences for us all – giving rise to very serious threats to savings built up over a lifetime. As you will hear in Carlsbad, correctly anticipating their political moves can be very rewarding for the informed investor. Dedicating just a few days out of the 365 in a year to understanding the economy and investment markets doesn't just make good sense, it is essential.

The second benefit has to do with networking. Earlier, I mentioned the Jelly Donut Brotherhood. Despite the humorous name, this and a number of similar groups of attendees are invaluable as they allow the participants to share ideas and resources between themselves and with members of the faculty long after the three days of the event.

To name just one example of how this networking can provide benefits well above the norm, people often ask us how they can get into the most prospective early-stage deals. Well, a good amount of those invitations come about through personal contacts with people in the know. And you will meet a lot of people in the know at the Carlsbad Summit.

Registration Is Now Open – and Strictly Limited

Attendance of our Summits is strictly limited to guarantee participants one-on-one time with our blue-ribbon faculty and the Casey analysts. Reservations are first-come, first-served. After that limit is reached, registration will be closed – no exceptions.

As an added benefit, we were able to negotiate very advantageous room rates for a limited block of rooms at the beautiful Park Hyatt Aviara Resort in Carlsbad – one of our favorite Summit venues. Again, however, when they are gone, they are gone.

So, if you are considering to attend this very timely, lively, and profitable Summit, please do not put off reserving your seat – submit your email to enter our secure registration site.


Additional Information

Event Registration by July 31- $1,175 first person, $875 second person by August 31- $1,375 first person, $1,075 second person after August 31- $1,475 first person, $1,275 second person